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Sole trustee

We get it. Corporate Sole Trustees (CSTs) have a different role. And you’re busy. That’s why we’ve adapted our scope of service and pricing for CSTs, whether it’s one scheme or several priced and serviced together.

In addition to investments, we’ll work with you to:

Facilitate good governance

We’ll prepare SIPs, Section 36 / 34 advice, TCFD, PPF calculations and disclosures, implementation statements, investment advisor objectives, etc. The new Funding Code will mean new obligations on the CST e.g. a Statement of Strategy. We’ll help with these obligations too.

Manage information and communication

We’ll provide customisable reports with a wide range of KPIs on one or multiple schemes using our online client portal. We’ll propose one team to work with you across multiple schemes — so everything you need is to hand or available from familiar people expecting your call.


We offer optional, value-add services alongside fiduciary management at a significant discount for CSTs. These include: AI-powered light-touch covenant assessment and risk settlement with insurers.